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Free cpe webinars
Onshore Preparing for Tax Services: Increase Your Profits & Scale Your Practice

ONSHORE PREPARING FOR TAX SERVICES: INCREASE YOUR PROFITS & SCALE YOUR PRACTICE

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 14, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Utilizing outside resources can be an integral part of operating and growing your firm. In this online webinar, Todd Steinberg presents SAM, a U.S.-based remote tax preparation service that can help your firm reduce tax preparation costs by 50%. This online webinar will explain the potential savings of using cloud tax preparation services with a flat rate tax preparation fee and how to lower your employment costs, including health insurance, 401k, payroll taxes, and HR (i.e., hiring, training, and layoffs). Todd will also show you how SAM can provide substantial benefits, such as building your firm's business advisory services in a new marketplace setting never seen before

Learning Objectives:


  • Determine how to incorporate cloud tax preparation into your firm's practice, reduce your staffing costs, manage time, and maximize profitability

  • Recognize how to obtain a better client satisfaction and retention rate

  • Outline SAM: How it works, pricing, security, and the sign-up process

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Todd offers more than 27 years of experience emphasizing succession planning and business development in the accounting and tax industry.

The scope of Todd’s experience includes developing new marketing strategies, integrating financial planning and payroll services into accounting practices, personally being involved as an intermediary in the sale of hundreds of accounting and tax firms nationwide.

Todd also speaks at regional and national conferences as an authority on succession planning and integrating financial planning into accounting practices. Todd is Series 7, 66, Life, Accident & Health Licensed. Todd enjoys staying active and is the proud father to three children – Sydney, Benjamin and Brooklyn.

About Our Presenter

Sam
In 2017, after years of experiencing challenges owning 53 CPA tax practices, the founders at SAM decided to leverage cutting edge technology and AI to create a solution to the growing challenges within the tax and accounting industries.

The goal: to create a marketplace platform that is easy to use. One that increases profitability for the firms, allows firms access to additional value adding services for their clients, and does so with greater efficiency and effectiveness.